Make your next move count

Next Investments

Next Investments is a locally owned, fee-only, independent registered investment advisory firm founded to service you first and place all other interests aside. As a team of fiduciaries, it’s our duty and obligation to work in your best interest.

Next Investments’ mission is to help you take the next step toward fulfilling your retirement dreams, reach the next level of financial independence so you can enjoy a worry-free retirement and plan for the education of the next generation.

The firm welcomes individuals, families and small businesses seeking our Value-Added-Investing™ approach: customized portfolios designed for your specific investment goals and personalized financial advice to help you avoid costly mistakes

Take the next step

toward fulfilling your retirement dreams

About Us

Client Focused

It’s all about you and your goals. Every investment recommended and every financial plan set in motion is intended to help you reach your individual financial goals and serve in your best interest.

Experience

With over 50 years of combined experience, the Next Investments team are seasoned professionals in providing investment advice and financial solutions to assist you with preparing and planning for retirement.

Availability

Get the right advice, the moment it’s needed. No matter if it’s a holiday or a weekend, Next Investments advisors are available to answer your calls and emails 24/7, 365 days a year.

Technology

Too busy to meet in the office? Virtual meeting services like Skype, Google Hangouts and join.me give our team of advisors the opportunity to work with you anytime, anywhere using secure cloud technology.

Being a fiduciary means that we are required to place our client’s interests above our own. A fiduciary standard is a higher standard than that of the suitability standard used by most brokers and advisors. We do not receive outside commissions or payments. Our only form of payment comes from our clients.

Our ideal client is approaching retirement within the next 10 years and seeking advice on retirement planning or is already enjoying retirement but is looking for a new spending plan so they can continue their worry free retirement.

Imagine eating apple pie without ice cream and cheddar cheese (it's a Southern thing) or a hot dog without mustard and relish, or an Oreo cookie without the creamy filling and a glass of milk!

By merging passive, active and alternative investment strategies, we create portfolios that can take advantage of whatever the market throws at them. We create opportunity for maximum upside potential and minimum downside risk.

Fees Matter, Taxes Matter, Most of the Time

It’s common for airlines to offer an upgrade of a few more inches of legroom for an extra charge of $30 to $50 per seat? Those extra inches of comfort are worth every penny on a long flight!

While cost should be a major consideration, sometimes however, the cheapest fund is not always the best solution.

Process beats Prediction. Except When It Doesn't.

No one can be right all of the time, that's why we have a process. But sometimes it's foolish to look a gift horse in the mouth. When the market gives us obvious opportunities, we take them.

Tom Wright, CFP®

President & CEO - Director of Portfolio Management

Mr. Wright is the founder and president of Next Investments LLC. He began his career on Wall Street as a trading floor specialist at the American Stock Exchange soon after the crash of '87. Tom moved to his family's hometown of Richmond, VA in 1994 and became a financial advisor with EdwardJones and later PaineWebber. From 2002 through 2005, Tom lived in Seattle, WA where he had the unique opportunity to serve as a financial advisor to a number of professional athletes with Wells Fargo Investments.

Mr. Wright has experience as both a commission-only broker, recommending stocks and specializing in bond interest rate strategies, and as a fee-based discretionary money manager.

Tom earned his bachelor’s degree in Economics from Drew University and completed his CERTIFIED FINANCIAL PLANNER™ studies at New York University.

An avid cyclist and triathlete, Tom was the founding president of the Richmond Triathlon Club. He has competed in numerous triathlons over the years, including two Ironman races.

Tom met his wife Jennifer during a Super Bowl XLII gathering, where the two NY Giants fans discovered that they have more in common than a (sometimes) championship football team. Their son Ian attends St. Christopher's School, the same school from which Tom's father graduated over 60 years ago. The Wright family is completed by the lovable dog Reagan, yes, named after the former President.

George Chamberlin

Financial Planning and Compliance Consultant

George Chamberlin is the founder and principal of Mentor RIA Consulting. He has extensive experience in a variety of areas relevant to Registered Investment Advisers (RIAs), including assisting new investment advisers in the registration process, planning for high net worth clients, development and use of software for estate and gift planning, financial planning and education planning, research and writing, as well as RIA compliance.

Previously, Mr. Chamberlin was a managing partner of Mentor Wealth Management, LLC, a registered investment adviser. He served as vice president of financial strategies for Financeware, Inc. and Wealthcare Capital Management; as product manager for Mobius Group, a division of CheckFree Investment Services; and as software development coordinator for the National Network of Estate Planning Attorneys.

Mr. Chamberlin also worked in tax software development at Shepard’s/McGraw-Hill (now Lexis-Nexis) in its former Tax, Estate and Business Planning Unit and has authored a wide variety of legal reference material for a number of legal publishers.

Mr. Chamberlin earned a bachelor's degree from Eisenhower College and a JD from the University of Pittsburgh, School of Law.

Reach the next level of financial independence

so you can enjoy a worry-free retirement

Services

Next Investments’ Value-Added Investing™ approach can be more powerful than investment returns alone. Whereas the proper investments can make tens of thousands of dollars, the right financial advice can potentially save hundreds of thousands of dollars by helping you avoid costly mistakes.

Value-Added Investing™ begins with an in-depth analysis of your current investments, a customized portfolio and personalized financial advice.

Investment Management

Customized portfolios designed for your specific investment goals.

By merging passive, active and alternative investment strategies, we create portfolios that can take advantage of whatever the market throws at them. We create opportunity for maximum upside potential and minimum downside risk, taking the worry out of investing towards your goals.

Financial Planning

Personalized advice to help you avoid costly financial mistakes.

Financial Planning isn't just for complex situations such as large estates or business succession planning. A personal financial plan can ensure that each piece of your personal financial puzzle fits together correctly to reveal the path to your goals.

In addition to helping you better understand the specific investments you own, Next Investments advisors help you realize if you are saving the right amount for your goals, paying too much in fees, or taking too much risk.

As part of the Free Investment Review you receive:

Analysis of current holdings and a report highlighting portfolio diversity

Personalized attention focused on your goals and dreams

Projection on whether your current financial plan is on track to ultimately fulfill your dreams

Blog

Money Shouldn’t Hurt!

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Client Center

“There’s one investment that supersedes all others: invest in yourself.”

- Warren Buffett

Contact

Our team is always available to our clients: whether you prefer to schedule an appointment in our office, attend a virtual meeting via PC, or chat over the phone. You and your financial well being are our number one priority.

LOCATION

Next Investments, LLC

6802 Paragon Place

Suite 410

Richmond, VA 23230

CONTACT

(804) 591-1657

Next Investments LLC (formerly Wright Financial Group LLC) is a Registered Investment Advisor. Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here. Next Investments LLC is only allowed to provide services to clients in states where we are registered or exempt from registration for various reasons. Please contact us to obtain a listing of the states we are currently doing business in.